Who owns FXD?
First Trust Consumer Discretionary AlphaDEX Fund · First Trust
109 institutions reported holding FXD, worth $157.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FXD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $34.4M | 497,599 | −6,978 shares |
| Wells Fargo & Company | San Francisco, CA | $27.0M | 389,948 | −7,526 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $10.2M | 146,906 | −20,959 shares |
| LPL Financial LLC | Fort Mill, SC | $9.7M | 140,473 | +1,622 shares |
| Bank of America Corp. | Charlotte, NC | $8.3M | 119,282 | −6,593 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $5.2M | 75,547 | −7,412 shares |
| Stifel Financial Corp. | St. Louis, MO | $5.1M | 74,409 | −5,686 shares |
| Goldman Sachs Group Inc. | New York, NY | $3.7M | 53,744 | −1,615 shares |
| BNP Paribas Financial Markets | Paris, France | $3.5M | 50,000 | New position |
| Xcelsior Advisor Partners LLC | Scottsdale, AZ | $3.3M | 35,256 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FXD?
109 institutional managers reported holding FXD in Form 13F filings for June 30, 2026, worth $157.9M in total. The largest reported position was held by Morgan Stanley, at $34.4M.
Did institutions buy or sell FXD last quarter?
Reported 13F value rose 7.4% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FXD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.